Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 7 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q1 2024
Institutional positions in Walmart Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,212
- +163 vs. Q4 2023
- Shares held
- 2.75B
- +19.0M (+0.7%) vs. Q4 2023Converted for a 3-for-1 split
- Total value
- $166.5B
- +$22.8B (+15.9%) vs. Q4 2023
- New holders
- 269
- 1,210 more added
- Sold out
- 106
- 1,105 more reduced
42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 6,964 | $419.1K | 0.14% | −332−4.6% | ReducedConverted for a 3-for-1 split |
| Pineridge Advisors LLC | 6,987 | $420.4K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Thrive Wealth Management, LLC | 6,991 | $420.7K | 0.09% | +1,162+19.9% | AddedConverted for a 3-for-1 split |
| DDFG, Inc | 7,001 | $421.3K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Custom Index Systems, LLC | 7,021 | $422.5K | 0.24% | +7,021 | New |
| Schaper Benz & Wise Investment Counsel Inc | 7,023 | $422.6K | 0.04% | +900+14.7% | AddedConverted for a 3-for-1 split |
| Holland Advisory Services, Inc. | 7,032 | $423.1K | 0.46% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Paragon Capital Management LLC | 7,044 | $423.8K | 0.23% | +384+5.8% | AddedConverted for a 3-for-1 split |
| Swisher Financial Concepts, Inc. | 7,012 | $424.0K | 0.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LWMG, LLC | 7,065 | $425.1K | 0.10% | +912+14.8% | AddedConverted for a 3-for-1 split |
| Northwest Financial Advisors | 7,075 | $425.7K | 0.47% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sweeney & Michel, LLC | 7,134 | $427.1K | 0.19% | +7,134 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 7,149 | $427.7K | 0.20% | +696+10.8% | AddedConverted for a 3-for-1 split |
| Houlihan Financial Resource Group, Ltd. | 7,109 | $428.0K | 0.19% | −133−1.8% | ReducedConverted for a 3-for-1 split |
| Blue Bell Private Wealth Management, LLC | 7,113 | $428.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Keynote Financial Services LLC | 7,122 | $428.5K | 0.36% | +7,122 | New |
| Second Half Financial Partners, LLC | 7,126 | $428.8K | 0.19% | +901+14.5% | AddedConverted for a 3-for-1 split |
| Stewart & Patten Co LLC | 7,128 | $428.9K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 25 LLC | 7,131 | $429.1K | 0.21% | +147+2.1% | AddedConverted for a 3-for-1 split |
| Breed's Hill Capital LLC | 7,131 | $429.1K | 0.39% | −276−3.7% | ReducedConverted for a 3-for-1 split |
| One Wealth Advisors, LLC | 7,109 | $429.2K | 0.07% | +1,991+38.9% | AddedConverted for a 3-for-1 split |
| EPG Wealth Management LLC | 7,134 | $429.2K | 0.11% | −198−2.7% | ReducedConverted for a 3-for-1 split |
| Legacy Financial Group LLC | 7,136 | $429.3K | 0.09% | +7,136 | New |
| Williamson Legacy Group, LLC | 7,143 | $429.8K | 0.33% | +684+10.6% | AddedConverted for a 3-for-1 split |
| Blossom Wealth Management | 7,155 | $430.5K | 1.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Alpha Omega Wealth Management LLC | 7,161 | $430.9K | 0.08% | −414−5.5% | ReducedConverted for a 3-for-1 split |
| US Asset Management LLC | 7,171 | $431.0K | 0.39% | −197−2.7% | ReducedConverted for a 3-for-1 split |
| Etfidea, LLC | 7,174 | $431.7K | 0.15% | −10,046−58.3% | ReducedConverted for a 3-for-1 split |
| Cross Staff Investments Inc | 7,185 | $432.3K | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Navellier & Associates Inc | 7,215 | $434.1K | 0.05% | −2,250−23.8% | ReducedConverted for a 3-for-1 split |
| New Republic Capital, LLC | 7,216 | $434.2K | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 1620 Investment Advisors, Inc. | 7,227 | $434.8K | 0.44% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gibbs Wealth Management | 7,235 | $435.3K | 0.25% | +7,235 | New |
| Traveka Wealth, LLC | 7,250 | $436.2K | 0.20% | −352−4.6% | ReducedConverted for a 3-for-1 split |
| Seed Wealth Management, Inc. | 7,290 | $437.4K | 0.42% | −435−5.6% | ReducedConverted for a 3-for-1 split |
| Olistico Wealth, LLC | 7,271 | $437.5K | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legacy Advisory Services, LLC | 7,281 | $438.1K | 0.42% | −108−1.5% | ReducedConverted for a 3-for-1 split |
| Wealth Dimensions Group, Ltd. | 7,298 | $439.1K | 0.13% | +65+0.9% | AddedConverted for a 3-for-1 split |
| Contravisory Investment Management, Inc. | 7,303 | $439.4K | 0.10% | −113−1.5% | ReducedConverted for a 3-for-1 split |
| Cottonwood Capital Advisors, LLC | 7,337 | $439.7K | 0.35% | +38+0.5% | AddedConverted for a 3-for-1 split |
| Maple Capital Management, Inc. | 7,309 | $439.8K | 0.04% | +58+0.8% | AddedConverted for a 3-for-1 split |
| Global Financial Private Client, LLC | 7,338 | $440.3K | 0.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cipher Capital LP | 7,322 | $440.6K | 0.20% | −1,039−12.4% | ReducedConverted for a 3-for-1 split |
| Eight 31 Financial LLC | 7,326 | $440.8K | 0.27% | +1,326+22.1% | AddedConverted for a 3-for-1 split |
| Carlson Capital Management | 7,339 | $441.6K | 0.02% | −12,605−63.2% | ReducedConverted for a 3-for-1 split |
| Benedetti & Gucer, Inc. | 7,338 | $442.0K | 0.22% | −387−5.0% | ReducedConverted for a 3-for-1 split |
| First City Capital Management, Inc. | 7,359 | $442.8K | 0.25% | −318−4.1% | ReducedConverted for a 3-for-1 split |
| Biechele Royce Advisors | 7,350 | $443.0K | 0.15% | −129−1.7% | ReducedConverted for a 3-for-1 split |
| OneAscent Wealth Management LLC | 7,359 | $443.0K | 0.17% | −99−1.3% | ReducedConverted for a 3-for-1 split |
| Fortis Advisors, LLC | 7,377 | $443.9K | 0.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Truvestments Capital LLC | 7,407 | $445.7K | 0.17% | −297−3.9% | ReducedConverted for a 3-for-1 split |
| Cutter & CO Brokerage, Inc. | 7,435 | $447.4K | 0.11% | +436+6.2% | AddedConverted for a 3-for-1 split |
| Gladius Capital Management LP | 7,454 | $448.5K | 0.44% | +7,454 | New |
| Columbia Asset Management | 2,846 | $449.0K | 0.09% | −5,692−66.7% | ReducedConverted for a 3-for-1 split |
| Stonebridge Capital Management Inc | 7,500 | $451.0K | 0.20% | −15,000−66.7% | ReducedConverted for a 3-for-1 split |
| S&CO Inc | 7,500 | $451.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legal Advantage Investments, Inc. | 7,500 | $451.3K | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Founders Capital Management, LLC | 7,500 | $451.3K | 0.08% | +60+0.8% | AddedConverted for a 3-for-1 split |
| Beta Wealth Group, Inc. | 7,506 | $451.7K | 0.22% | −1,197−13.8% | ReducedConverted for a 3-for-1 split |
| Lakeridge Wealth Management LLC | 7,509 | $451.8K | 0.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Slagle Financial, LLC | 7,509 | $451.8K | 0.25% | −5,547−42.5% | ReducedConverted for a 3-for-1 split |
| ABN AMRO Bank N.V. | 7,500 | $451.9K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rogco, LP | 7,514 | $452.1K | 0.18% | +2,135+39.7% | AddedConverted for a 3-for-1 split |
| Meritas Wealth Management, LLC | 7,526 | $452.8K | 0.32% | +590+8.5% | AddedConverted for a 3-for-1 split |
| David J Yvars Group | 7,533 | $453.3K | 0.31% | +177+2.4% | AddedConverted for a 3-for-1 split |
| McLean Asset Management Corp | 7,588 | $453.7K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hall Laurie J Trustee | 7,545 | $454.0K | 0.16% | −525−6.5% | ReducedConverted for a 3-for-1 split |
| Bullseye Investment Management, LLC | 7,555 | $454.6K | 0.26% | −920−10.9% | ReducedConverted for a 3-for-1 split |
| Essential Planning, LLC. | 2,887 | $455.1K | 0.23% | −5,774−66.7% | ReducedConverted for a 3-for-1 split |
| AXS Investments LLC | 7,577 | $455.9K | 0.11% | +458+6.4% | AddedConverted for a 3-for-1 split |
| BancFirst Trust & Investment Management | 7,584 | $456.3K | 0.22% | −2,400−24.0% | ReducedConverted for a 3-for-1 split |
| Teamwork Financial Advisors, LLC | 7,613 | $458.1K | 0.07% | −1,072−12.3% | ReducedConverted for a 3-for-1 split |
| Independent Family Office, LLC | 7,620 | $458.5K | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Castleview Partners, LLC | 7,633 | $459.3K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BOS Asset Management, LLC | 7,650 | $460.3K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Perissos Private Wealth Management, LLC | 7,656 | $460.7K | 0.42% | +7,656 | New |
| Ewa, LLC | 7,617 | $460.7K | 0.21% | +1,731+29.4% | AddedConverted for a 3-for-1 split |
| West Coast Financial LLC | 7,661 | $461.0K | 0.06% | +152+2.0% | AddedConverted for a 3-for-1 split |
| Okabena Investment Services Inc | 7,677 | $461.9K | 0.15% | −96−1.2% | ReducedConverted for a 3-for-1 split |
| LVZ Advisors, Inc. | 7,681 | $462.1K | 0.06% | −209−2.6% | ReducedConverted for a 3-for-1 split |
| Total Clarity Wealth Management, Inc. | 7,681 | $462.1K | 0.16% | +487+6.8% | AddedConverted for a 3-for-1 split |
| Falcon Wealth Planning | 7,689 | $462.6K | 0.07% | −831−9.8% | ReducedConverted for a 3-for-1 split |
| Keating Wealth Management LLC | 7,689 | $462.6K | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Virtus Investment Advisers, Inc. | 7,704 | $463.6K | 0.33% | +3,429+80.2% | AddedConverted for a 3-for-1 split |
| Crewe Advisors LLC | 7,705 | $463.6K | 0.05% | +7,705 | New |
| Advisor Resource Council | 2,941 | $463.6K | 0.20% | −18,419−86.2% | ReducedConverted for a 3-for-1 split |
| Gimbal Financial | 7,723 | $464.7K | 0.38% | +202+2.7% | AddedConverted for a 3-for-1 split |
| Global X Japan Co., Ltd. | 7,728 | $465.0K | 0.10% | +1,566+25.4% | AddedConverted for a 3-for-1 split |
| FirstPurpose Wealth LLC | 7,685 | $465.9K | 0.17% | −67−0.9% | ReducedConverted for a 3-for-1 split |
| Element Wealth, LLC | 7,753 | $466.5K | 0.27% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wedge Capital Management L L P | 7,763 | $467.1K | 0.01% | −421−5.1% | ReducedConverted for a 3-for-1 split |
| Gillespie Robinson & Grimm Inc | 7,818 | $470.4K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bristlecone Advisors, LLC | 7,838 | $471.6K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| HHM Wealth Advisors, LLC | 7,840 | $471.7K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vicus Capital | 7,857 | $472.8K | 0.04% | +495+6.7% | AddedConverted for a 3-for-1 split |
| First Business Financial Services, Inc. | 7,878 | $474.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| New England Research & Management, Inc. | 7,923 | $477.0K | 0.23% | −1,200−13.2% | ReducedConverted for a 3-for-1 split |
| LifeSteps Financial, Inc. | 7,937 | $477.6K | 0.36% | +101+1.3% | AddedConverted for a 3-for-1 split |
| Mechanics Financial Corp | 7,961 | $479.0K | 0.25% | +1,031+14.9% | AddedConverted for a 3-for-1 split |
| MKT Advisors LLC | 7,906 | $479.3K | 0.26% | −15,968−66.9% | ReducedConverted for a 3-for-1 split |